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Carillon Scout Mid Cap Fund (UMBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.09+0.05 (+0.21%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.50%
5-Year Average Return9.65%
Number of Years Up14
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)47.16%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return47.16%
Worst 3-Yr Total Return2.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUMBMXCategory
YTD10.73%17.04%
1-Month3.65%-0.01%
3-Month2.37%5.47%
1-Year25.68%50.44%
3-Year2.20%13.15%
5-Year10.94%13.75%
10-Year9.71%11.35%
Last Bull Market30.97%25.95%
Last Bear Market-16.99%-22.55%

Annual Total Return (%) History

Year
UMBMXCategory
2024
N/AN/A
2023
12.73%N/A
2022
-17.27%N/A
2021
15.90%N/A
2020
27.27%12.39%
2019
20.76%26.21%
2018
-9.74%-11.15%
2017
24.02%15.93%
2016
18.31%14.14%
2015
1.41%-4.75%
2014
4.09%7.80%
2013
37.68%34.10%
2012
9.89%16.15%
2011
0.32%-3.81%
2010
27.89%22.52%
2009
47.16%37.39%
2008
-35.10%-39.18%
2007
21.94%4.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.12%N/AN/AN/A
20231.86%5.42%-4.62%10.06%
2022-0.66%-16.99%-5.66%6.35%
20218.43%3.59%-1.55%4.81%
2020-25.25%28.15%9.23%21.64%
201914.56%1.10%-0.65%4.94%
2018-0.58%2.28%6.73%-16.83%
20175.18%3.84%5.69%7.45%
20160.49%4.60%4.65%7.56%
20155.96%-2.03%-5.68%3.58%
20143.14%2.29%-2.61%1.31%
201312.36%2.81%8.83%9.52%
201214.62%-8.87%4.23%0.94%
20117.86%2.20%-15.33%7.48%
20105.84%-10.21%15.21%16.81%
2009-9.91%23.58%22.05%8.29%
2008-13.29%13.03%-22.07%-15.02%
20075.89%11.31%1.67%1.76%

Rank In Category (By Total Return)

YTD9
1-Month44
3-Month45
1-Year33
3-Year75
5-Year56

Load Adjusted Returns

1-Year19.71%
3-Year0.55%
5-Year9.87%
10-Year9.17%